Bonded Yarn Rising, Restrained Futures Yarn Rising Crazy

According to the survey, compared with the current "port bound yarn" and "spot shipment" of imported yarn, the "futures yarn" of India, Pakistan and Vietnam rose more crazily. In early August, the CNF quotations of C21SA+, C32SA+ and C40SA+ of the India cotton mill as a whole broke through 2.70 US dollars / kg, 2.90 US dollars / kg, and 3.10 US dollars / kg respectively, higher than that of the same number of bonded yarn US $0.05-0.10 / kg.

According to statistics, since June, the export of India's cotton yarn is now on the "precipice" style. Not only Chinese buyers, Bangladesh and other buyers are postponed due to "no need to eat", but also the "wait-and-see" sentiment of the factories and traders in Egypt, Turkey, Iran and Tunisia is also rising.

In sharp contrast, the export of India chemical fiber yarn increased 35.9% in June.

Since the high price of cotton yarn has led to a sharp decrease in orders from China, Southeast Asia and Europe and the United States, the export of textile and clothing in Vietnam has also slowed down in July.

The impact and impact of high price cotton and cotton yarn on the whole consumer market are increasing, although there is a large proportion of India and Pakistan.

and

Cut production and stop production, but the shrinkage of the consumer market seems to be more prominent.

　　那么为什么中国各主港保税库纱线报价低于印度、巴基斯坦纱厂、出口商报价近0.10美元/公斤呢?具体分析如下：一、目前港口在库棉纱大多是织布厂、贸易商在2016年4、5月订的货，当时印度棉S-6轧花厂出厂价和C32SA+的CNF报价分别65-70美分/磅、2.38-2.45美元/公斤，进口企业和贸易商的利润已非常可观，扣除仓储、保险及财务费用(棉纱进口一般100%信用证)，进口棉纱净利润普遍在0.25-0.35美元/公斤;二、国内外棉纱“倒挂”从100-200元/吨逐渐扩大到400-500元/吨，而在“国储棉轮出延期至9月30日”的消息出台后，国产棉花、棉纱出现较明显的“掉头”下行趋势，进口棉纱询价、出货较5、6月大幅收窄，很多贸易商、中间商一周只能出一个柜或几个柜，为抓紧回收资金，落袋为安，贸易商让利现象较普遍;三、考虑到北半球的新花将在9月前后陆续上市，而中国国储棉轮出又延

For 1 months, in the middle of 8 months, the ICE and Zhengzheng's speculation on the main cotton producing areas in the world is coming to an end. Once the price of cotton goes up and down, the reduction of domestic and imported cotton yarn is likely to come from behind. Many traders who have hoarded cotton yarn and cotton can not afford to "clear up the warehouse and run the goods".

According to some traders, by the middle of August, the number of bonded cotton yarn in main ports in China was about 80 thousand tons (including contract yarn for port of entry). Vietnam, India, Pakistan, Uzbekistan and Indonesia were the main producers of cotton yarn. Due to the slow delivery of imported yarn in mid and late 7 months, although the quantity of yarn imported from India, Pakistan and Vietnam was not large, the warehousing was significantly higher than that of the outbound stock. Therefore, the bonded inventory increased by 0.3-0.5 million tons in the middle of July.

Some traders believe that the import of cotton yarn has encountered prominent bottlenecks, and enquiries and volume can not be followed up. Once the national cotton spinning control policy is "overweight", imported cotton yarn is likely to be attacked by domestic cotton yarn and buyers.

An import company in Qingdao said that unlike the 5-7 month traders who hoarded the imported cotton yarns, the supply and quotation of yarn on the market increased significantly since late July, but the paction needed to be replaced by "time for space".